Huatai Securities: Domestic Robots Debuting on the Spring Festival Gala Expected to Ignite Market Enthusiasm

K-LinePoet · 2026-02-24T23:43:46+00:00

Huatai Securities research report points out that the intelligent driving and robotics sectors performed strongly before and after the Spring Festival, with the Spring Festival Gala exposure of the four major domestic robot companies boosting orders and capital attention. In the future, robots will transition from industrial circles to mass consumer markets, with the Tesla Gen3 release potentially further catalyzing this shift; in terms of intelligent driving, regulations in China and the US are accelerating, and the expectation of FSD entering China is driving the commercialization of Robotaxi, with the sector's value remaining significant.

K-LinePoet

2026-02-24 23:43:46

Abstract generation in progress

Huatai Securities research report states that before and after the Spring Festival, the overall performance of the intelligent driving and robotics sectors has been relatively strong, especially with the four major domestic robot companies appearing on the Spring Festival Gala, driving a significant increase in orders and capital attention. The commercialization of robots is accelerating and breaking out of the niche. Looking ahead, in terms of robotics, the high-profile exposure on the Spring Festival Gala is transforming robots from a “hot topic in the industry” to “public consumer awareness.” Industry capital is intensively increasing its investment, and the upcoming release of Tesla Gen3 may further catalyze this trend. Regarding intelligent driving, the synchronized acceleration of US and Chinese regulations combined with expectations for FSD to enter China are promoting the dual development of Robotaxi exports and L4 commercial applications in closed scenarios. The sector’s medium-term allocation value remains prominent. (People’s Financial News)

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